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CRM automation guide

The Zapier Blog

A customer relationship management tool (or CRM) is a critical hub for sales and marketing teams—but it's not just a place to store contact details. It's happening on your website, in your inbox, through social media, at events, or across dozens of other tools your team relies on every day. Learn more.

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21 Facebook ad examples (and why they work)

The Zapier Blog

Atlassian This Atlassian ad dramatizes the pain of siloed dev and IT teams with protest-style visuals, then pitches Jira Service Management as the all-in-one solution. Why this Facebook ad works: Headline highlights a relatable problem : The ad headline ("Got siloed Dev and IT teams?") 5 from 8K+ reviews) is front and center.

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Your guide to IT automation

The Zapier Blog

Making sure that your internal and external systems are constantly secure (and every team has access to the tools they need to get their jobs done) can't be easy. How IT automation works IT automation vs IT orchestration Automate IT with Zapier What is IT automation? Table of contents What is IT automation?

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How to create a spreadsheet CRM in Google Sheets (+ free CRM template)

The Zapier Blog

Salesperson: The member of your team who handled the interaction Notes: A brief summary of what was discussed I like to use data validation in the Name column to pull names directly from the Customer Data worksheet. By having these options predefined, your team can simply select from the dropdown rather than typing freeform text.

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Zendesk vs. Jira Service Management: Which is best? [2025]

The Zapier Blog

I tested both apps to see how their features compare and what teams they're best for. Keep reading for my breakdown of Zendesk vs. Jira. Here's why: Zendesk for Service is better suited for customer support teams that require a user-friendly ticketing solution. user/month* Premium: $57.50/user/month*

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Obsidian vs. Notion: Which is best? [2025]

The Zapier Blog

Obsidian vs. Notion at a glance Notion and Obsidian are both heavy-duty note-taking platforms, and their objectives, to an extent, are similar: to help you build a personal wiki. Plus, it can automate this data, make it live, connect it to third-party services like Slack, and update it according to your set commands.

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The best AI chatbots in 2023

The Zapier Blog

The best AI chatbots The leader: ChatGPT The runner-up: Google Bard Internet-connected: Microsoft Bing AI , Perplexity , YouChat , KoalaChat For content writing: Jasper Chat , Chat by Copy.ai , ChatSonic , ZenoChat For messaging: Personal AI For tinkering: OpenAI playground , Poe For fun: AI Test Kitchen , Character.AI Learn more.